Do you have all of your money in one place? Sometimes your money should be kept in separate funds and separate places so that it can be used for the appropriate purposes. You want to be able to access the money you have when you need it, both now and in the future.
On today’s show we talk about a few categories that can sometimes get combined and whether they should be together or separate.
Here’s what you’ll learn more about:
- Don’t have your emergency fund with your stock market money. (1:03)
- Investments and life insurance can get blurred. (3:31)
- High turnover investment strategies vs. non-retirement assets strategies. (5:32)
- Emotions should be separate from investment decisions. (7:10)
Get in touch with the Peterson Financial team: https://petersonfg.com/
Version: 20241125
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